Modus Advisors offers investment management and financial planning services to individuals and other clients. As a legally required fiduciary, Modus always acts in the client's best interest. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Modus also offers retirement plan consulting to employer plan sponsors.
Fee Structure
Modus Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.20% of the value of your account. The maximum annual fee for comprehensive portfolio management is 1.25% of the value of your account. Fees are negotiable and are deducted from client accounts monthly or quarterly in advance. Mutual fund investments held with American Funds are billed quarterly in arrears.